We help individuals create strategies to understand and take control of their retirement income and savings and to prepare for psychological, spiritual, and financial issues with long-term care and end-of-life.

Other retirement planning counsel, solutions, communication and education.

Helping you develop and follow a retirement budget and tax profile.

Helping you to maximize the equity in your primary residence.

Helping you understand difference between medical care and long-term care.

Barry Kozak is licensed to sell life insurance products but has a network of like-minded independent financial planners, and he will likely rely on their expertise to provide actual financial investments and products.

Retirement Planning Services